Plan Participant Service
Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.
Finalists
Sean Bjork, Bjork Asset Management, Inc.
Wagstaff & Crawford/LPL Financial (Anton Brog pictured)
Scott Ciullo, KerberRose
WINNERJohn O'Brien, Venture Visionary Partners
Francis Investment Counsel (Kelli Send pictured)